---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-031296"
form_type: "8-K"
ticker: "COKE"
cik: "0000317540"
company_name: "Coca-Cola Consolidated, Inc."
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:59:50.444769+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# COKE Q1 net sales +17% to $1.85B; aluminum costs pressure margins, adjusted net income -12%

## Summary
- Net sales $1.85B (up 16.9%), volume +13.4%; adjusted net sales +8.5% vs Q1 2025.
- Gross profit $727M (+16%); adjusted gross profit +7%; gross margin 39.4% (down 30 bps).
- Income from operations $238M (+25%); adjusted op income $195M (+2%).
- Adjusted net income $119.5M, down 12.3% YoY; net income $111.6M (+7.7%).
- Aluminum costs increased ~$35M due to tariffs and geopolitical conflicts; repaid $150M term loan; FY capex ~$300M.

## SEC filing metadata
- accession: 0001628280-26-031296
- form_type: 8-K
- ticker: COKE
- cik: 0000317540
- company_name: Coca-Cola Consolidated, Inc.
- filed_at: 2026-05-06T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/317540/000162828026031296/0001628280-26-031296-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/317540/000162828026031296/coke-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-031296
- JSON: https://secwatch.observer/filing/0001628280-26-031296.json
- Plain text: https://secwatch.observer/filing/0001628280-26-031296.txt

## Source-grounded claims
- claim_id: 797cd69da86df7d2f6e68c267ce3f23c58332fc7
  claim: Coca-Cola Consolidated, Inc. reported first quarter ended April 3, 2026 results: revenue $1,846.7.
  evidence_excerpt: of $48 million, or 25% (b) ; adjusted (a) income from operations increased 2%. Key Results First Quarter (in millions) 2026 2025 Change Volume (1) 87.0 76.7 13.4% Net sales $1,846.7 $1,580.0 16.9% Gross profit $727.1 $627.1 15.9% Gross margin 39.4 % 39.7 % Income from operations $237.5 $189.8 25.1% Operating margin 12.9 % 12.0 % Beverage Sales First Quarter
  evidence_url: https://www.sec.gov/Archives/edgar/data/317540/000162828026031296/0001628280-26-031296-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.